Principal Financial Group Inc (PFG) Ownership

90.63 ↑0.69 (0.77%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Principal Financial Group Inc (PFG), owning a total of 27.3 million shares. Combined, the top 38 institutional holders of PFG own 73.82% of the company with a total of 165.9 million shares.

In the latest ownership report on June 30th 2025, the top 38 institutional holders increased their combined ownership of PFG by 3.3 million shares. 12 institutions bought 4,490,843 total additional shares and increased their ownership by an average of 15.04%. However 7 institutions sold 1,231,315 total shares and decreased their ownership by an average of 7.84%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Principal Financial Group increased by a net total of 3,259,528 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	12.275%	0.357%	27,345,064	97,149	2025-06-30
BlackRock Inc	9.069%	3.140%	20,203,344	615,027	2025-06-30
Nippon Life Insurance Co.	8.142%	0.000%	18,137,000	0	2025-06-30
Bank of America Corp	5.553%	9.604%	12,370,852	1,083,991	2025-06-30
State Street Corp	4.800%	-0.688%	10,692,504	-74,062	2025-06-30
Geode Capital Management, LLC	2.463%	0.107%	5,486,682	5,840	2025-06-30
Victory Capital Management Inc.	1.928%	15.837%	4,294,685	587,151	2025-06-30
Dimensional Fund Advisors, Inc.	1.690%	2.759%	3,764,738	101,082	2025-06-30
Northern Trust Corp	1.564%	-2.684%	3,485,067	-96,129	2025-06-30
Morgan Stanley - Brokerage Accounts	1.424%	6.836%	3,172,836	203,015	2025-06-30
NORGES BANK	1.283%	1.982%	2,859,100	55,570	2025-06-30
Amvescap Plc.	1.230%	5.382%	2,740,463	139,953	2025-06-30
UBS Asset Mgmt Americas Inc	0.942%	16.049%	2,098,718	290,234	2025-06-30
Goldman Sachs Group Inc	0.867%	-26.134%	1,930,224	-682,919	2025-06-30
Amundi	0.804%	57.564%	1,791,246	654,408	2025-06-30
Royal Bank of Canada	0.780%	60.867%	1,737,520	657,423	2025-06-30
Legal & General Group PLC	0.710%	-4.134%	1,582,126	-68,220	2025-06-30
Charles Schwab Investment Management Inc	0.659%	-0.012%	1,468,558	-170	2025-06-30
Bank of New York Mellon Corp	0.606%	-5.893%	1,349,005	-84,468	2025-06-30
UBS Group AG	0.560%	-15.307%	1,246,883	-225,347	2025-06-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	12.275%	0.357%	27,345,064	97,149	2025-06-30
BlackRock Inc	9.069%	3.140%	20,203,344	615,027	2025-06-30
Nippon Life Insurance Co.	8.142%	0.000%	18,137,000	0	2025-06-30
Bank of America Corp	5.553%	9.604%	12,370,852	1,083,991	2025-06-30
State Street Corp	4.800%	-0.688%	10,692,504	-74,062	2025-06-30
State Street Corporation	4.170%	-0.668%	9,657,113	-64,969	2024-03-31
Geode Capital Management, LLC	2.463%	0.107%	5,486,682	5,840	2025-06-30
Capital Research Global Investors	2.237%	0.311%	4,983,302	15,445	2025-03-31
Victory Capital Management Inc.	1.928%	15.837%	4,294,685	587,151	2025-06-30
Envestnet Asset Management Inc	1.707%	932.104%	4,124,958	3,725,293	2023-03-31
Dimensional Fund Advisors, Inc.	1.690%	2.759%	3,764,738	101,082	2025-06-30
Northern Trust Corp	1.564%	-2.684%	3,485,067	-96,129	2025-06-30
Morgan Stanley - Brokerage Accounts	1.424%	6.836%	3,172,836	203,015	2025-06-30
NORGES BANK	1.283%	1.982%	2,859,100	55,570	2025-06-30
First Trust Advisors L.P.	1.188%	5.466%	2,783,578	144,262	2023-12-31
Amvescap Plc.	1.230%	5.382%	2,740,463	139,953	2025-06-30
UBS Asset Mgmt Americas Inc	0.942%	16.049%	2,098,718	290,234	2025-06-30
Wellington Management Company LLP	0.930%	-50.605%	2,070,573	-2,121,265	2025-03-31
Goldman Sachs Group Inc	0.867%	-26.134%	1,930,224	-682,919	2025-06-30
Amundi	0.804%	57.564%	1,791,246	654,408	2025-06-30
Royal Bank of Canada	0.780%	60.867%	1,737,520	657,423	2025-06-30
Ameriprise Financial Inc	0.664%	-13.847%	1,614,731	-259,533	2022-09-30
Legal & General Group PLC	0.710%	-4.134%	1,582,126	-68,220	2025-06-30
Deutsche Bank AG	0.661%	73.504%	1,482,053	627,865	2024-12-31
Charles Schwab Investment Management Inc	0.659%	-0.012%	1,468,558	-170	2025-06-30
HSBC Holdings PLC	0.641%	-1.177%	1,436,859	-17,108	2024-12-31
Charles Schwab Investment Management Inc USD	0.614%	1.358%	1,403,689	18,801	2024-09-30
Balyasny Asset Management LLC	0.596%	-2.778%	1,397,497	-39,931	2023-12-31
Bank of New York Mellon Corp	0.606%	-5.893%	1,349,005	-84,468	2025-06-30
JPMorgan Chase & Co	0.570%	-35.861%	1,269,676	-709,882	2025-03-31
UBS Group AG	0.560%	-15.307%	1,246,883	-225,347	2025-06-30
Mairs & Power Inc	0.530%	3.073%	1,228,314	36,623	2024-03-31
Swiss National Bank	0.450%	-3.362%	1,095,016	-38,100	2022-09-30
Old Republic International Corp	0.413%	-6.912%	1,010,000	-75,000	2022-06-30
Millennium Management LLC	0.329%	25.340%	771,733	156,023	2024-03-31
Schweizerische Nationalbank	0.305%	-5.606%	714,000	-42,400	2024-03-31
Man Group PLC	0.290%	78.891%	679,081	299,474	2024-03-31
National Pension Service, Inc.	0.177%	0.970%	410,037	3,939	2024-06-30

Mutual Fund Ownership

Vanguard Instl Ttl Stck Mkt Idx Tr is the biggest individual fund holder of Principal Financial Group Inc (PFG), owning a total of 7.5 million shares. Combined, the top 39 mutual fund holders of PFG own 45.17% of the company with a total of 102.7 million shares.

In the latest ownership report on August 31st 2025, the top 39 fund holders increased their combined ownership of PFG by 24 thousand shares. 1 funds bought 30,613 total additional shares and increased their ownership by an average of 1.24%. However 2 funds sold 6,365 total shares and decreased their ownership by an average of 0.24%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Principal Financial Group increased by a net total of 24,248 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Select Dividend ETF	1.140%	0.000%	2,539,530	0	2025-08-31
SPDR® S&P 500® ETF	1.121%	1.241%	2,496,911	30,613	2025-08-31
iShares Core S&P 500 ETF	1.114%	0.000%	2,482,309	0	2025-08-31
The Financial Select Sector SPDR® ETF	0.659%	-0.317%	1,468,765	-4,672	2025-08-31
State St S&P 500® Indx SL Cl III	0.494%	-0.154%	1,100,913	-1,693	2025-08-31
iShares Russell Mid-Cap ETF	0.357%	0.000%	795,532	0	2025-08-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Instl Ttl Stck Mkt Idx Tr	3.161%	1.380%	7,535,978	102,582	2023-03-31
Vanguard US Total Market Shares ETF	3.251%	-1.072%	7,332,621	-79,455	2024-09-30
Vanguard Total Stock Mkt Idx Inv	3.160%	-2.221%	7,040,448	-159,933	2025-07-31
Vanguard Institutional 500 Index Trust	2.670%	0.743%	5,984,724	44,145	2025-05-31
Vanguard 500 Index Investor	2.293%	-12.774%	5,106,874	-747,896	2025-07-31
Vanguard Mid Cap Index Institutional	2.245%	1.089%	5,001,587	53,898	2025-07-31
Schwab US Dividend Equity ETF™	1.587%	0.056%	3,857,316	2,149	2023-02-28
American Funds American Mutual A	1.353%	-0.416%	3,033,304	-12,675	2025-03-31
Capital Group American Mutual Comp	1.353%	-0.416%	3,033,304	-12,675	2025-03-31
Victory Sycamore Established Value R	1.333%	16.431%	2,969,000	419,000	2025-06-30
SPDR® S&P 500 ETF Trust	1.118%	0.699%	2,620,279	18,200	2024-05-30
SPDR® S&P 500 ETF	1.161%	-1.446%	2,619,165	-38,440	2025-03-31
Fidelity 500 Index	1.174%	0.043%	2,614,502	1,111	2025-07-31
Fidelity® 500 Index	1.087%	0.640%	2,591,326	16,489	2023-11-30
Sycamore Mid Cap Value Comp	1.137%	0.000%	2,550,000	2,550,000	2025-03-31
SPDR® S&P 500® ETF Trust	1.130%	-0.523%	2,549,601	-13,392	2025-03-31
iShares Select Dividend ETF	1.140%	0.000%	2,539,530	0	2025-08-31
SPDR® S&P 500® ETF	1.121%	1.241%	2,496,911	30,613	2025-08-31
iShares Core S&P 500 ETF	1.114%	0.000%	2,482,309	0	2025-08-31
First Trust Rising Dividend Achiev ETF	1.014%	0.273%	2,391,046	6,520	2024-02-29
First Trust Capital Strength ETF	0.822%	0.299%	1,998,702	5,957	2023-03-30
Vanguard Value Index Inv	0.892%	-0.139%	1,987,084	-2,768	2025-07-31
Invesco S&P 500® Equal Weight ETF	0.830%	0.148%	1,849,687	2,726	2025-08-29
American Funds Capital Income Bldr A	0.815%	0.000%	1,826,000	0	2025-03-31
SPDR® Portfolio S&P 500 High Div ETF	0.740%	0.044%	1,798,643	798	2023-01-31
iShares MSCI USA Quality Factor ETF	0.702%	0.044%	1,704,170	754	2023-04-28
American Funds Income Fund of Amer A	0.713%	0.000%	1,650,000	0	2024-06-30
Financial Select Sector SPDR® ETF	0.632%	0.032%	1,481,001	480	2024-05-30
The Financial Select Sector SPDR® ETF	0.659%	-0.317%	1,468,765	-4,672	2025-08-31
Vanguard Mid-Cap Value ETF	0.633%	-0.065%	1,410,695	-917	2025-07-31
Vanguard Institutional Index I	0.560%	-1.165%	1,247,631	-14,701	2025-07-31
SPDR® Portfolio S&P 500® High Div ETF	0.502%	0.248%	1,118,701	2,768	2025-08-29
DFA US Large Cap Value I	0.502%	-0.454%	1,117,265	-5,094	2025-07-31
Vanguard Dividend Appreciation ETF	0.498%	0.194%	1,108,238	2,148	2025-07-31
State St S&P 500® Indx SL Cl III	0.494%	-0.154%	1,100,913	-1,693	2025-08-31
Hartford Dividend and Growth Y	0.485%	-0.779%	1,086,687	-8,531	2025-05-31
Vanguard High Dividend Yield ETF	0.383%	0.363%	853,562	3,088	2025-07-31
iShares Russell Mid-Cap ETF	0.357%	0.000%	795,532	0	2025-08-31
Blackrock Eq Idx Fund CF	0.356%	-0.022%	792,013	-174	2025-06-30